Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Buy |
|
|||||
|
2025
Q2 | $265K | Sell |
|
|||||
|
2025
Q1 | $276K | Buy |
|
|||||
|
2024
Q4 | $287K | Hold |
|
|||||
|
2024
Q3 | $348K | Hold |
|
|||||
|
2024
Q2 | $313K | Hold |
|
|||||
|
2024
Q1 | $313K | Hold |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $311K | Sell |
|
|||||
|
2023
Q2 | $302K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $352K | Sell |
|
|||||
|
2022
Q3 | $365K | Buy |
|
|||||
|
2022
Q2 | $353K | Hold |
|
|||||
|
2022
Q1 | $408K | Sell |
|
|||||
|
2021
Q4 | $462K | Sell |
|
|||||
|
2021
Q3 | $432K | Sell |
|
|||||
|
2021
Q2 | $436K | Sell |
|
|||||
|
2021
Q1 | $459K | Sell |
|
|||||
|
2020
Q4 | $526K | Sell |
|
|||||
|
2020
Q3 | $512K | Sell |
|
|||||
|
2020
Q2 | $430K | Sell |
|
|||||
|
2020
Q1 | $351K | Buy |
|
|||||
|
2019
Q4 | $375K | Hold |
|
|||||
|
2019
Q3 | $354K | Sell |
|
|||||
|
2019
Q2 | $410K | Buy |
|
|||||
|
2019
Q1 | $343K | Sell |
|
|||||
|
2018
Q4 | $284K | Sell |
|
|||||
|
2018
Q3 | $312K | Buy |
|
|||||
|
2018
Q2 | $272K | Hold |
|
|||||
|
2018
Q1 | $270K | Buy |
|
|||||
|
2017
Q4 | $135K | Sell |
|
|||||
|
2017
Q3 | $158K | Sell |
|
|||||
|
2017
Q2 | $170K | Buy |
|
|||||
|
2017
Q1 | $158K | Buy |
|
|||||
|
2016
Q4 | $113K | Sell |
|
|||||
|
2016
Q3 | $129K | Sell |
|
|||||
|
2016
Q2 | $160K | Buy |
|
|||||
|
2016
Q1 | $141K | Hold |
|
|||||
|
2015
Q4 | $138K | Sell |
|
|||||
|
2015
Q3 | $180K | Sell |
|
|||||
|
2015
Q2 | $190K | Buy |
|
|||||
|
2015
Q1 | $121K | Hold |
|
|||||
|
2014
Q4 | $121K | Hold |
|
|||||
|
2014
Q3 | $108K | Hold |
|
|||||
|
2014
Q2 | $111K | Hold |
|
|||||
|
2014
Q1 | $107K | Sell |
|
|||||
|
2013
Q4 | $125K | Hold |
|
|||||
|
2013
Q3 | $113K | Hold |
|
|||||
|
2013
Q2 | $102K | Buy |
|